FN
FNDA
SCHWAB STRATEGIC TR
$37.21
+0.95%
$5.8B
No data for this timeframe.
Vol
Market Cap$5.8B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$6.0B
Inst. Activity3 buys / 3 sells
SEC Reports1
Prev Close $36.86
Recent Activity
Feb 28, 2026
SEC
Three major passive institutions — Morgan Stanley, Wells Fargo, and Schwab — significantly increased their holdings in F
INST-CLUSTER — Impact 7/10
Inst.
WEALTH ENHANCEMENT ADVISORY SERVICES, — TRIM
84,423 shares ($2.8M)
Inst.
ENVESTNET ASSET MANAGEMENT INC — ADD
57,424 shares ($1.9M)
May 18, 2026
dark_pool
Dark Pool: FNDA — 0.4M shares, 2,047 trades
Week starting 2026-05-18. Total ATS volume: 443,809 shares across 2,047 trades.
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $5.8B | — |
| MORGAN STANLEY | $36.6M | — |
| AMERIPRISE FINANCIAL INC | $30.3M | TRIM |
| BANK OF AMERICA CORP | $29.2M | — |
| Cerity Partners LLC | $17.6M | TRIM |
50 institutional holders with $6.0B total value (186,204,925 shares) as of 2026-Q1. Top holders: CHARLES, MORGAN, AMERIPRISE.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 179,241,792 | $5.8B | 96.3% | — |
| 2 | MORGAN STANLEY | 1,129,600 | $36.6M | 0.6% | — |
| 3 | AMERIPRISE FINANCIAL INC | 918,127 | $30.3M | 0.5% | TRIM -32.7% |
| 4 | BANK OF AMERICA CORP /DE/ | 900,070 | $29.2M | 0.5% | — |
| 5 | Cerity Partners LLC | 542,589 | $17.6M | 0.3% | TRIM -36.4% |
| 6 | Mariner, LLC | 513,981 | $16.7M | 0.3% | ADD +61.6% |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 459,662 | $14.9M | 0.2% | — |
| 8 | Waverly Advisors, LLC | 290,785 | $9.4M | 0.2% | — |
| 9 | GOLDMAN SACHS GROUP INC | 183,468 | $5.9M | 0.1% | — |
| 10 | RAYMOND JAMES FINANCIAL INC | 159,219 | $5.2M | 0.1% | — |
| 11 | HighTower Advisors, LLC | 155,149 | $5.0M | 0.1% | — |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 151,821 | $4.9M | 0.1% | — |
| 13 | FMR LLC | 142,823 | $4.6M | 0.1% | ADD +27.7% |
| 14 | ROYAL BANK OF CANADA | 141,749 | $4.6M | 0.1% | DOUBLED +111.3% |
| 15 | Cresset Asset Management, LLC | 130,035 | $4.2M | 0.1% | TRIM -33.9% |
| 16 | CAPTRUST FINANCIAL ADVISORS | 102,098 | $3.3M | 0.1% | — |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 84,423 | $2.8M | 0.0% | TRIM -52.3% |
| 18 | QRG CAPITAL MANAGEMENT, INC. | 81,335 | $2.6M | 0.0% | DOUBLED +731.1% |
| 19 | Lido Advisors, LLC | 69,164 | $2.2M | 0.0% | ADD +30.5% |
| 20 | CITADEL ADVISORS LLC | 65,479 | $2.1M | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 176,898 | 84,423 | -52.3% | $2.8M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 43,418 | 57,424 | +32.3% | $1.9M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 4,612 | 26,604 | +476.8% | $862.8K | 2026-Q1 |
| BlackRock, Inc. | ADD | 14,557 | 25,154 | +72.8% | $815.8K | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | TRIM | 36,845 | 11,246 | -69.5% | $364.7K | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 845 | 497 | -41.2% | $16.1K | 2026-Q1 |
| Mariner, LLC | ADD | 320,718 | 518,355 | +61.6% | $16.3M | 2025-Q4 |
| Corient Private Wealth LLC | DOUBLED | 42,768 | 101,297 | +136.9% | $3.2M | 2025-Q4 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 27,977 | 43,418 | +55.2% | $1.4M | 2025-Q4 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 7,229 | 36,845 | +409.7% | $1.2M | 2025-Q4 |
| Baird Financial Group, Inc. | ADD | 21,355 | 27,376 | +28.2% | $862.6K | 2025-Q4 |
| JOHNSON INVESTMENT COUNSEL INC | ADD | 15,694 | 19,996 | +27.4% | $630.1K | 2025-Q4 |
| BlackRock, Inc. | ADD | 11,522 | 14,557 | +26.3% | $458.7K | 2025-Q4 |
| Empower Advisory Group, LLC | TRIM | 25,810 | 11,583 | -55.1% | $365.0K | 2025-Q4 |
| FIFTH THIRD BANCORP | DOUBLED | 1,304 | 4,612 | +253.7% | $145.3K | 2025-Q4 |
| ASSETMARK, INC | DOUBLED | 2,199 | 4,508 | +105.0% | $142.0K | 2025-Q4 |
| BROWN BROTHERS HARRIMAN & CO | ADD | 2,444 | 4,048 | +65.6% | $127.6K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 5,393 | 2,984 | -44.7% | $94.0K | 2025-Q4 |
| Russell Investments Group, Ltd. | ADD | 435 | 845 | +94.3% | $26.6K | 2025-Q4 |
| CWM, LLC | ADD | 6,955 | 12,828 | +84.4% | $404.00 | 2025-Q4 |
| WELLINGTON MANAGEMENT GROUP LLP | EXIT | 486,307 | 0 | -100.0% | $0.00 | 2025-Q4 |
| Cerity Partners LLC | TRIM | 869,828 | 553,449 | -36.4% | $17.2M | 2025-Q3 |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 486,307 | — | $15.2M | 2025-Q3 |
| Cresset Asset Management, LLC | TRIM | 208,950 | 138,018 | -33.9% | $4.3M | 2025-Q3 |
| Lido Advisors, LLC | ADD | 62,796 | 81,936 | +30.5% | $2.6M | 2025-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
No analyst rating data available yet. Consensus ratings and individual firm actions are collected periodically from financial data providers.
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
dark_pool
Dark Pool: FNDA — 0.4M shares, 2,047 trades
Week starting 2026-05-18. Total ATS volume: 443,809 shares across 2,047 trades.
May 11, 2026
dark_pool
Dark Pool: FNDA — 1.3M shares, 4,153 trades
Week starting 2026-05-11. Total ATS volume: 1,265,566 shares across 4,153 trades.
May 4, 2026
dark_pool
Dark Pool: FNDA — 0.5M shares, 2,252 trades
Week starting 2026-05-04. Total ATS volume: 519,136 shares across 2,252 trades.
Apr 27, 2026
dark_pool
Dark Pool: FNDA — 0.6M shares, 2,556 trades
Week starting 2026-04-27. Total ATS volume: 571,460 shares across 2,556 trades.
Apr 20, 2026
dark_pool
Dark Pool: FNDA — 0.5M shares, 2,086 trades
Week starting 2026-04-20. Total ATS volume: 465,768 shares across 2,086 trades.
Apr 13, 2026
dark_pool
Dark Pool: FNDA — 0.6M shares, 2,977 trades
Week starting 2026-04-13. Total ATS volume: 592,242 shares across 2,977 trades.
Apr 6, 2026
dark_pool
Dark Pool: FNDA — 0.6M shares, 2,547 trades
Week starting 2026-04-06. Total ATS volume: 569,236 shares across 2,547 trades.
Mar 31, 2026
short_volume
Short Volume: FNDA — 62.4% short (0.3M / 0.5M)
Short: 327,008 | Exempt: 0 | TRF Vol: 524,069 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
dark_pool
Dark Pool: FNDA — 0.5M shares, 2,450 trades
Week starting 2026-03-30. Total ATS volume: 484,290 shares across 2,450 trades.
Mar 30, 2026
short_volume
Short Volume: FNDA — 55.3% short (0.3M / 0.6M)
Short: 316,609 | Exempt: 0 | TRF Vol: 573,032 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
dark_pool
Dark Pool: FNDA — 0.4M shares, 2,900 trades
Week starting 2026-03-23. Total ATS volume: 418,094 shares across 2,900 trades.
Mar 16, 2026
dark_pool
Dark Pool: FNDA — 0.6M shares, 2,596 trades
Week starting 2026-03-16. Total ATS volume: 594,752 shares across 2,596 trades.
Mar 9, 2026
dark_pool
Dark Pool: FNDA — 0.8M shares, 3,512 trades
Week starting 2026-03-09. Total ATS volume: 789,474 shares across 3,512 trades.
Mar 2, 2026
dark_pool
Dark Pool: FNDA — 0.7M shares, 3,595 trades
Week starting 2026-03-02. Total ATS volume: 665,949 shares across 3,595 trades.
Feb 24, 2026
short_interest
FTD: FNDA — 15,556 shares ($0.5M) failed to deliver
Settlement: 20260224, Price: $34.13, FTD Value: $530,926.28, SCHWAB STRATEGIC TR SCHWAB FUN